Reads the deal. Checks every fund. Saves your decision.
When a portfolio manager asks which of the firm’s funds can take a deal, someone has to open each fund’s mandate (what it’s allowed to invest in), compare strategy, sector, geography, and deal size, and confirm there’s still room to invest which is slow and easy to get wrong.
Celeste reads the deal in your CRM, finds every fund that is still investing, and checks each one against the same criteria, with a clear pass or fail and a reason for every line. For funds that qualify, it suggests how much each could invest and points out regulatory issues worth checking. You record your decision in chat, and Celeste writes it back to the deal as a note, so the trail lives in your firm’s records.